Financial Services Administrator

2 months ago

St Peter Port, United Kingdom Aztec Group Full time

About the Role:

The Bank Account Management Administrator will play a crucial role in facilitating and managing the efficient processing of new account opening applications for Aztec Group's clients across the Group, while adhering to the Account Opening framework.

Key Responsibilities:

  • Assist Financial Services Teams in understanding account opening requirements and guide them through the process.
  • Collect and verify necessary documentation for new account applications.
  • Ensure strict adherence to regulatory requirements and internal account opening framework.
  • Input customer information accurately into the system/bank forms, minimizing errors.
  • Communicate effectively with internal teams to resolve any issues related to account opening.
  • Ensure efficiency in the process and reduce processing times.
  • Address and resolve any issues or discrepancies in account opening applications.
  • Maintain organized and secure records of account opening documentation.
  • Provide support to customers with inquiries related to their account opening status.
  • Collaborate with internal stakeholders to ensure a smooth account opening process.
  • Assist other team members with account opening applications and ensure best practices.
  • Contribute to the ongoing improvement of account opening workflows and procedures.
  • Uphold strict confidentiality standards in handling customer information.
  • Utilize relevant banking software and technology for efficient account processing.

Requirements:

  • 1+ years experience in a banking and/or onboarding role
  • Basic knowledge of CDD/AML
  • Experience in the Financial Services industry and an understanding of fund structures would be highly regarded (to be supported through the Aztec Academy)
  • Positive and proactive approach
  • Computer literacy skills and interpersonal skills are essential
  • Strong customer service skills
  • Meticulous attention to details with a consistent focus on accuracy and precision in data entry and documentation
  • Clear and effective communication skills
  • Ability to adapt to changes in procedures and regulations

About Aztec Group:

Aztec Group is a leading independent, owner-managed business that puts its people and clients at the centre of everything it does. With a strong focus on employee development and well-being, Aztec Group offers a range of benefits to support its employees in their careers and personal lives.

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